See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,652 | $78,672+10.1% | $109,143-20.6% | $85,850+0.9% |
| Participation rate | 80.0% | 68.3%+11.7pp | 75.9%+4.1pp | 69.3%+10.7pp |
| Annual return | 9.80% | 25.09%-15.3pp | 25.75%-15.9pp | 318.53%-308.7pp |
| Employer contribution / active EE | $1,332 | $2,735-51.3% | $3,722-64.2% | $2,565-48.1% |
| Participant deferral / active EE | $3,522 | $3,467+1.6% | $4,653-24.3% | $3,952-10.9% |
| Admin fee / account holder | $222 | $5,469-95.9% | $6,752-96.7% | $6,260-96.5% |